Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The Polen Focus Growth Portfolio returned 6.33% net in Q2 2026 but lagged the Russell 1000 Growth Index's 16.74% return as the market rally remained narrow and concentrated in AI infrastructure beneficiaries, particularly semiconductors and memory businesses. The Portfolio lacked...
— Dan Davidowitz
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Lam Research Corp
Information Technology exposure contributed positively, and the weighting was increased substantially over the quarter. New positions in...
Lam Research has consistently exceeded expectations, delivering record revenue for the fourth consecutive quarter and achieving the highest gross margin in 20 years....